CA
Claris Advisors’s Stanley Black & Decker SWK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,557
| Closed | -$205K | – | 77 |
|
|
2024
Q4 | $205K | Sell |
2,557
-19
| -0.7% | -$1.53K | 0.08% | 71 |
|
|
2024
Q3 | $284K | Hold |
2,576
| – | – | 0.12% | 46 |
|
|
2024
Q2 | $206K | Hold |
2,576
| – | – | 0.11% | 56 |
|
|
2024
Q1 | $252K | Buy |
2,576
+1
| +0% | +$98 | 0.13% | 47 |
|
|
2023
Q4 | $253K | Hold |
2,575
| – | – | 0.14% | 43 |
|
|
2023
Q3 | $215K | Hold |
2,575
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $241K | Hold |
2,575
| – | – | 0.17% | 41 |
|
|
2023
Q1 | $207K | Buy |
+2,575
| New | +$207K | 0.15% | 40 |
|
|
2022
Q3 | – | Sell |
-2,543
| Closed | -$267K | – | 44 |
|
|
2022
Q2 | $267K | Buy |
2,543
+5
| +0.2% | +$525 | 0.29% | 32 |
|
|
2022
Q1 | $355K | Hold |
2,538
| – | – | 0.38% | 28 |
|
|
2021
Q4 | $479K | Buy |
+2,538
| New | +$479K | 0.51% | 19 |
|